See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,537 | $179,726-68.0% | $156,263-63.2% | $142,382-59.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.28% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $869 | $5,069-82.9% | $4,333-79.9% | $4,299-79.8% |
| Participant deferral / active EE | $4,210 | $6,956-39.5% | $6,158-31.6% | $6,507-35.3% |
| Admin fee / account holder | $57 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |